Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All relationships are subject to a minimum annual fee of $3,000, which is billed in advance on a monthly basis.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table). There is a $3,000 minimum annual fee, billed monthly. Financial planning fees range from $250 to $400 per hour, or a fixed fee can be estimated. Employee benefit retirement plan services also have fees based on assets under advisement (see table).
Areas of Practice
Advisor Information
Office location
3200 Robbins Road, Suite 200A, Springfield, IL, 62704
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, dedicating a few hours per week to this activity. He also works with the American Financial Education Alliance (AFEA), conducting seminars to promote financial literacy, spending minimal time on this endeavor.